Nathan Dumm & Mayer P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Nathan Dumm & Mayer P.C.
  • Sponsor EIN: 840681697
  • Sponsor Address: 7900 EAST UNION AVE, DENVER, CO, 80237
  • Plan Type: 401(k)
  • Total Participants: 23
  • Total Assets: $6.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202423$6.8M$146,016$234,276
202320$6.0M$121,185$173,058
202214$6.5M$117,136$164,607

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